Good Afternoon:
When you guys are running select checks are you allowing it to automatically apply credit memos? I took a look at your screenshot and the two top invoices seem to net out and may have been auto applied during the select checks/build checks process which is why they are showing on the check.
Delete the check batch and unselect these options and you should be good.
When you get this get/change last operation message about paArchiveActivityTracking, is there any additional information with this error or a 'More Info' button?
Usually, this object is from Professional Advantage, which now owns Collections Management, as Jo mentioned.
If you have Collections Mgmt installed, you may need to contact Professional Advantage for further support, if needed.
Thanks
I work for a non-profit. Our normal procedure is to enter a donor pledge into Sales>Transactions>Transaction Entry. The account distribution is a credit to revenue and a debit to accounts receivable. Then when the donation arrives I enter it as a cash receipt and apply it to the invoice. If the donation is not for the full amount of the pledge, I send a statement showing the payments made and the remaining amount due. Now I have an unusual situation. One of our donors is still waiting on budget approval for a very large donation. I can't enter the pledge into GP because the amount is not finalized, and I have no signed agreement. The donor, however, is concerned that the program might close, and has sent an initial donation that they would like to have applied to their pledge once it is sent to us. Here is my concern: I need to book the revenue now, because that is what drives the governance of the program. Here is what I have tried so far in TEST:
1. So my initial thought was to create a cash receipt and credit revenue/debit cash. But you cannot select Sales as a distribution type from the cash receipts entry screen.
2. I then tried entering a credit memo from the transaction entry screen, but that also wouldn't let me select a Sales type.
3. I tried entering an invoice, but leaving the sales amount as $0 and only recording the check. I thought that was going to work for a moment, but this time the distribution amount didn't equal the functional amount of the transaction, and the system wouldn't allow me to post.
4. I tried entering the invoice with both the sales amount and the check amount. My distribution was credit revenue and debit cash. This worked, but did not create a credit balance on the customer account as I had hoped. But that was minor so I entered a second invoice for the full pledge amount. I unapplied the initial donation from the first invoice and applied it to the new one. Then I voided the first invoice, but the void wouldn't post in financial because it had only one line for reversing the revenue. I recovered the batch and manually entered the second half of the distribution as the AR account. That seemed to work, as the trial balance for the revenue and AR accounts were accurate, and the customer balance looked correct.
My question is:
Is this really the only way to do it? It's really messy and it doesn't show that the customer is carrying a credit balance. Am I just overlooking something super obvious here?
Hi Jo,
The check is unmarked... in the first screen you can see the line unmarked, you can not mark because the transactions is applied, in this case the transaction was applied with a manual payment and the transaction is in historical information, but in this option GP is showing the transaction with the visual alert that indicates the transactions has a credit document applied.
This information comes from PM20100 table, in this case the field Payment_To_Print_On_Stub is blank, when print the check by Edit check batch the field Payment_To_Print_On_Stub is updated, and the next time the transaction is not displayed, this cause confuse and I don´t know if it is a problem in GP.
Hello,
Scenario:
SQL Instance A has one company and one dynamics database
SQL Instance B has Six companies and One Dynamics Database
Desired Outcome:
All Companies on One Instance with One Dynamics Database so as to obtain consolidated financials.
Hence, I want to migrate the One Company from Instance A to Instance B and allow it to use the Dynamics Database on Instance B.
Questions:
1. Can this be done?
2. How can I achieve this?
3. I know currencies are shared between the databases so I am checking to confirm the currency IDs will be different. What else can I look out for that can cause issues?
Did you try deleting this existing batch and trying again?
My A/P Posted batches automatically alphabetize when I go to select the checks and print them even though when I enter the invoices not in alpha order. How do I fix this since after the checks print I have to put my invoices in Alpha Order to match the checks that printed which takes time if I have a large batch.
Hi Dee:
You can control it during the check build process or you can change it permanently in setup.
Here's a screenshot.
I have a User that I want to be able to attach scans to Journal Entries. Presently, she can open the Note Window but can not open the attach window. I can't figure out where to go to give her this security privilege. We are running GP2016.
Hi Ali
First thing to check is that the SQL sort order is the same on both instances. Run sp_helpsort. If they are different this will be harder as you may need to work with Microsoft Professional services to accomplish what you are trying to do. If the sort orders are the same then onto the next step.
Next thing to check is the account framework on both instances. If they match then you have cleared hurdle one. If they don't, you have a show stopper. Fortunately there is a good 3rd party product you can use called Account framework reformatter from CRG (Corporate Renaissance Group in Ottawa).
This product will allow you to change the account format of the company to be brought in.
I can't stress enough that before you do anything that you work in a test environment and go through all the steps from beginning to end.
You may need to modify GL accounts as well for the company coming in. So that will have to be done as well.
You can create the company for company being transferred in the larger GP instance. Restore the revised company database into the new Dynamics GP environment.
Assign currency as you noted that you may need to create new currency id's to match what you have in the other instance. Create your users and security settings.
You can start off with this.
If you are unsure you should engage the services of your partner for this
Hi Durai,
I get this same error - I don't know what the fix is but I have tested just a simple report (one that does not need page scroll, for example) and I do not get the error. I think it has something to do with the size of the report.
If you find out anything different, please share it here.
I do not get the error when using Power BI reports on the web client...
Hi
I Installed GP 2016 R2 and configured Power BI reports in GP (Sample company). I am repeatedly getting the home page script when focus go to the Power BI section.
Please let me know how to fix this error.
Regards,
Durai Murugan R
It almost seems like you are using Excel Refreshable Reports - these (at their core) originate from Smartlists, but live in Excel with a data connection to GP.
GP User ID's, in this scenario, don't grant permission to Excel Reports, but rather the AD account. Typically the AD account is assigned to a rpt_XXXX role on the SQL Server. Perhaps your GP users are already part of a rpt_XXX role while others are not... I would check those and report back your findings.
I am new to this organization to which I now work and have had to pick up where my predecessor who left without a lot of info in his wake.
One issue I cannot seem to resolve on my own is that of consistently deploying new smart-lists.
I have learned we have deployed hundreds of these across the organization over the years which are no more than spreadsheet lists of GL account transactions segregated by each business unit. I have been partly successful in taking an excel file that works and editing it's connection info, and creating a corresponding view in the requisite DB. I then duplicated the perms on the view with one that works for others (which is no more than the dyn user group) .
This works MOST of the time but not all. I then looked at the user themselves to determine if there is a pattern to GP users to NON GP users to uncover a pattern that way but to no avail.
GP logins do not seem to be needed as we have been doing this successfully without them for many dozens of these spreadsheets. What am I missing in the security model as pertains to particularly NON GP users ?
(Oh yeah I know that's probably not textbook but as I said I'm new here so - baby steps on making a process change in that regard)
Hello!
I have a problem in my GP10.0, specially in Item Stock, there is no problem in posting the item transactions but if I'm going to inquire it in the Item Stock Inquiry, I noticed that there are some products that have no display or history details. I cannot figure it out, why some items have the details but some have none. Kindly help. Thanks in advance.
I am getting the page cannot be found help!
